Post-sale WooCommerce Surveys Using WPForms
Learning more about your customers and where they come from, who they are, and what they are using your product for is helpful for improving your positioning, marketing, and checkout process.
Post-sale (or post-purchase) surveys are great for collecting this information. Post-sale surveys are questions that you can ask a customer right after they complete a purchase on your site.
They can range from single question polls to 20+ question surveys.
Use this 6-step guide for creating a popup that contains a 1 or 2-question survey to ask customers who make a purchase on your WooCommerce site.
Step 1: Creating Your Survey In WPForms
First, if you do not have WPForms installed, install and activate the WPForms plugin.
To get started, go to the “Add New” link in the “WPForms” menu. Alternatively, you can click the “Add New” button on the “All Forms” page.
Name your form something to remind you what it is. For me, I’ll name it “Post-sale Survey.” Then, click the “Blank Form” option for the template.
In the form editor, drag over the fields you need to create your questions. For my survey, I will be using a single multiple-choice question.
Next, switch to the “Settings” tab and go to the “Confirmations” page. For this survey, I switched out the default message with “Thanks for your answer. Your feedback is highly appreciated!”
Next, on the “Settings” tab, switch to the “Notifications” page. In the free version of WPForms, you cannot access entries in the future. So, you want to make sure notifications are enabled, and they are being sent to your correct email address.
If you are using WPForms Pro and have a lot of customers, it may be easier to turn off notifications and view the entries on a recurring basis instead.
Feel free to adjust any of the other settings to fit your site.
Once finished, be sure to click the “Save” button.
Step 2: Creating Your Popup Content
Let’s create a new popup. To get started, go to the “Add Popup” link in the “Popup Maker” menu. Alternatively, you can click the “Add New Popup” button on the “All Popups” page.
On the new popup page, enter the name for the popup. The name is for internal use only to find the popup in the list of popups. No site visitor will see this name. I’ll use “Post-Sale Survey.”
Then, enter the title, which will be the main headline in the popup. You can leave this blank if you do not need a headline. I’ll leave this blank.
Next, enter the content of the popup. To keep this popup small and concise, I will only be adding the wpform’s form and not any additional text.
Click the “Add Form” button above the content area. In the new popup that appears, select the survey you created. Keep the “Show form name” and “Show form description” unchecked.
Click the “Add Form” button. Your content is ready to go!
Step 3: Adding Triggers and Cookies
Now that we have our content added, it’s time for us to set up our triggers and cookies. The triggers are what causes the popup to open. For this popup, we want to open it automatically when someone lands on the order received page.
First, click the “Add New Trigger” button in the “Targeting” section of the popup settings.
In the popup that opens, choose “Time Delay / Auto Open” as the trigger. Make sure the “Prevent popup from showing to visitor again using a cookie?” option is checked.
For the “Stop showing popup once visitor takes this action:”, we want to choose “On Popup Close.” This will cause the cookie to be set when the popup is closed.
In the event a customer doesn’t want to complete the survey, they would be annoyed if it keeps appearing after they close it. So, we choose this cookie instead of the “Form Submission” one for this popup.
Then, click the “Add” button.
On the next screen, you will see a setting to adjust the time delay. This is how long Popup Maker should wait until showing the popup.
Since we want this to display right after the page loads, we will leave this as 500 milliseconds. So, click the “Add” button.
Our trigger and cookie are now set up!
Step 4: Targeting Your Checkout Page
By default, Popup Maker will open our popup on all pages, posts, products, and everywhere else and to all visitors. To adjust where the popup opens, we use the “Targeting” settings.
For this popup, we have a few choices. We can have it only appear on the “Order Received” page. Or, we could have it there as well as on the “My Account” page in case the customer doesn’t submit on the “Order Received” page. For me, I will go with the latter.
Switch to the “Targeting” tab of the popup settings. Click on the “Choose a condition” dropdown.
There are many conditions you can choose from, including targeting the home page, only posts, only pages, or specific pages. For this popup, I am going to first select the “Is Endpoint” option in the “WooCommerce” section. Once selected, I can choose the “order-received” option in the new dropdown.
Once selected, new “And” and “Or” options will appear. You can use these to target multiple areas of your website with the same popup.
I am going to click “Or” and add the “Account Page” condition in the “WooCommerce” section. This condition will make the popup show on all pages in the account.
Step 5: Adjust Display Settings
Now that we have a way for the popup to open (triggers) and we have told the popup what pages to load on (targeting), we can adjust what the popup looks like using the “Display” settings.
Popup Maker provides many granular settings so you can fine-tune your popup. For this popup, we want a simple popup that appears in the middle of the screen.
Now, go to the “Display” settings tab. You will see “Display Presets” first. Along the top will be links for other display settings, including size, animation, and position.
For this popup, I am going to use a small, non-obtrusive popup. To help us get started, we will click on the “Right Bottom Slide-in” display preset.
Once clicked, a message will appear saying the display settings have been updated.
All that is left is to click the “Appearance” link. This will let us select the “theme” which controls the visual appearance of your popup, including colors, spacing, and fonts. Popup Maker comes with several built-in themes, and you can also create your own themes that match your site.
For this popup, I am going to choose the “Enterprise Blue” theme.
Step 6: Publish
Now that we have our popup set up, it’s time to publish and check it out. First, click publish to save your popup.
Next, go to the page you are targeting with your popup. In our case, it’s the order received page (by completing an order) or the account area. Since this popup’s trigger is auto open, we will immediately see the popup appear.
Once you have closed the popup, our cookie will be set. This may make it difficult to view changes to your popup. If you edit or change the popup, you can go back to the page you are targeting and use Popup Maker’s admin menu to open the popup.
Your post-sale survey popup is now ready!
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